CRM Software for Immigration, CRM Software for Overseas Education Consultants

Immigration CRM

Maple CRM is specialized with end to end solution for Immigration process. The software includes features designed to cover all the business activities of immigration related workflow.

Be it a small or large enterprise, Maple CRM can cater to the needs of everyday workflow for Immigration Consultants.

The modules cover both on sales and workflow management front giving valuable tools to effectively manage the immigration work process.

Immigration based CRM helps in:

  • Automatically acquiring new leads who are willing to immigrate from various sources.
  • Provide streamlined and timely updates to leads
  • Monitor and track work progress
  • Get timely notifications on follow-ups and payment checks
  • Organized work allocation and updates

Study CRM

Overseas and Study Abroad CRM provides an exclusive interface to store and manage student enquiries with customized fields and enquiry stages like application filed, documented, visa issued, etc. Consultants can easily analyze and manage the opportunities.

Study CRM helps to:

  • Improve the applicant tracking process
  • Save time and stay organized
  • Allocate consultant based on expertise
  • Maintain professional & healthy communication

Maple CRM enables easy to use and an efficient workflow process that includes:


Attracting new enquiries from various sources and communicating on timely manner with html based designed emailers that can help in promoting and building a healthy relationship with the customer.

Enquiry Management:

Maintaining and storing all relevant details to provide better facilities and updates to customers. The solution can help in adding, uploading files, tracking application status, sending applications, etc. Thus, helping in taking care of the necessary steps without a miss.

Account Management:

Generate proforma and sales invoices easily and maintain track of the payment details and follow up on the pending payments.


Configure automated triggers based on stage changes to notify customer via email or SMS regarding their application status or updates. Maintain professional communication using the CRM automation feature.

Workflow Tracking:

Monitor the employee performance and team progress on each enquiry. Also, easily analyze how business is progressing and take necessary actions based on that. Easily pull out reports as needed to help your decision making process.

GST based Invoice Builder

With the advent of GST process from July 2017, many organizations have by now made their entire billing process in compliance with the GST. Definitely, there was a lot of scuffle during the initial stages for products and service companies to understand and implement the new GST model.

Maple CRM had introduced the GST based Invoice builder during those times which was developed to help organizations of different verticals to easily bill the customers using our system.

Maple CRM Invoice builder lets you to generate Proforma and Sales Invoice for Product Companies, Service Companies, etc.

Sample GST Invoice for Product Companies

Below is a sample GST Invoice for Product Company where each product can vary with different tax rates.

GST based Invoice Sample

Maple CRM offers simplified GST based Invoice Builder where you can configure different flavor based profiles i.e. Invoice templates that can be pulled accordingly when generating invoice for your client. Also, all the products can be uploaded under Product Catalogue for instant use. These products can be loaded with technical details of the product, standard unit price, HSN/SAC code and applicable tax rates (CGST, SGST and IGST).

While generating invoice for a client with the required product, once can choose what tax rates need to be applied and accordingly update the tax rates. The tax amounts along with the total invoice amount shall be automatically calculated. The generated invoice shall be available in PDF format which can be downloaded or emailed to the client from Maple CRM directly.

Configuring Products with GST rates

Below snapshot showcases the Product Addition form where one can enter all the product related details including HSN Code, Unit Price, Applicable tax rates, etc. Based on which, you can bill the customer by just selecting the product in the Invoice generation form.

Product Catalogue Additional with GST rates

Similarly, GST based invoices can be generated for Service Companies. For Service industry one can apply SAC code instead of HSN. You can easily generate invoices using Maple CRM in GST format in less than a minute.

Additionally, Maple CRM offers flavored predefined templates where you can have the PDF Invoice with the GST rates breakup on each product/service or the total GST calculation. Companies who do not fall under the GST model can opt for No GST template that will not include any of the GST details on it. This way, Maple CRM lets you to easily customize your business billing process as needed.

Check this video to understand more on Maple CRM Quotation Builder with GST.


How can a CRM software improve the productivity of a small business?

Small Business practices that increases Productivity

As a small business owner, you may have planned to accomplish many things each day but the limited time doesn’t really help to finish what is planned. So it is really necessary for you to find ways to make time and also in streamlining how these things can be done.

Here are some tips to help you improve productivity for you & your team.

Identify the important tasks

This helps in focusing on the really important items on your to-do list. Also, the other items can be allocated to your team members so that your time can be effectively used for the important ones than just everything.

Classify your enquiries

Ensure to segregate your enquiries in different ways so that you can easily priortize your leads and work on them for better conversion.

Make it Streamlined

Passing notes & emails for delegating items and then remembering to follow up and track are the old ways. Using CRM software, allocate as well as track team activities.

Identify activities for automation

Many software solutions like Sales Automation, CRM Software, etc come up with automation features that can erase your routine & administrative tasks helping you and your team to be more effective. Explore such options while subscribing for software solutions.

Keep Track and in Loop

Your team needs constant attention and tracking so that they can modify their process for better deliverability and also for you to monitor their performance. Ensure to track the business activities on a timely manner and take corrective measures wherever needed.


Ways to Improve Small Business Sales

Nurture Leads using Lead Automation Tools

The sales process need not be complicated if you have the right tools to help your team. Many solutions come with Automation and Lead Scoring techniques that can be effective to target leads, nurture them and make sales. Here is a quick video on Lead Scoring Automation tool.

Bring Professional approach to Customer Interactions.

It is important that every communication with customer is professional and effective. Add great content in the emails and SMS that goes out to customer. Ensure that interactions are reaching the customers at the right time and do not over push multiple emails for promotional purpose. Use email and SMS templates in your software to keep your communicating methods uniform across.

Follow a Sales Planner

Set proper business goals and make your team follow the model to keep up in bringing the sales. You can set targets for each team and individuals and keep track of how things are progressing.

Adopt Upselling Model

If your business works well for upselling, then this is one of the great way to bring more revenue. Ensure that your customer stays happy with your business and can keep returning back to you for more. For this, you would also need to have a good customer management in place. Keep your customers happy so that it can bring better sales in future.

How can a CRM software improve productivity for small and medium business?

Most often, small & medium businesses have their keen on one thing importantly – generating revenue. But this also means that others areas of the business process is sidelined.

You will be surprised to see that spending little time everyday on administrative tasks, planning, arranging, organizing, tracking, etc. can bring efficiency and productivity and ofcourse the increase in profits.

How can small business improve productivity?

The answer is CRM Software. Many of them assume that CRM software is only for large or enterprise organizations and not for small businesses. This was the case 2 decades ago and not anymore. CRM Solution now is an invaluable tool that can boost company’s productivity, sales tracking, employee performance, collaboration, etc.

Most of the small businesses still tend to rely upon the age old spreadsheets but here are few of the benefits that a CRM software offers for small businesses.

  • Better Customer Relations
  • Increased Up selling and Cross Revenues
  • Effective Marketing
  • Increasing Profits
  • Improved Internal Collaborations

How CRM can boost productivity?

Small Business CRM

Control the Sales Process

With Sales Automation using CRM Software, your team can easily perform the sales activities helping them to win more deals. Additionally, CRM software acts as a monitoring tool making your team follow the process and letting you to check whether the work is accomplished and how it has progressed.

Organize Business Activities

Many of the times, your team misses the follow-ups or ends up calling the same customer that their colleague did. This can be totally avoided using a CRM software as the system takes care of collaborating your internal with team with the database and allowing them to update every interaction in the software.

Easier Reporting

It is important that the sales team sends proper reports on their sales and activities to their management on timely manner. But the fact that your sales team spends more time in reporting than their actual work remains true. CRM solutions comes handy here as it records every call and interactions of the customer and that is stored in the database for easy retrieval anytime. Your sales team can download the report at the end of time or the management can fetch the report themselves making the work process easier.

Priority based Customer Targets

With multiple deals and customers to work, is your team making proper follow ups with potential customers? Enable your team to identify the targeted leads to reach out to them for sales. Many automated sales systems, lead scoring techniques enables this helping in easier segregating and targeting sales leads.